+41,898.0%
ADI vs BBWI
+1,125.9%
+40,772.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.9% | +3.0% | +0.8% |
| 7D | +13.4% | -4.5% | +17.9% | +14.8% |
| 30D | -1.3% | +17.1% | -18.4% | -5.7% |
| 3M | +6.8% | +17.5% | -10.7% | +1.1% |
| 6M | -1.9% | +12.8% | -14.7% | -7.5% |
| YTD | +52.3% | +8.2% | +44.1% | +43.3% |
| 1Y | +71.6% | -1.8% | +73.4% | +63.7% |
| 3Y | +148.9% | -25.8% | +174.7% | +146.1% |
| 5Y | +140.8% | -68.0% | +208.8% | +185.7% |
| 10Y | +653.6% | -47.6% | +701.2% | +537.8% |
| All | +41,898.0% | +1,125.9% | +40,772.1% | +10,545.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BBWI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling